Client Intake
Client Intake | Simplified Client Onboarding
Simplified Client Onboarding
Improve your client onboarding process with LegistAI’s advanced client intake tools. Key features include
Customizable Intake Form
Create customizable online forms to gather necessary client information
Automated Workflows
Automate the intake process to save time and reduce manual errors
Client Eligibility Assessment
Quickly assess client eligibility for legal services
Secure Data Storage
Store client information securely in compliance with data protection regulations
Enhance your client onboarding with LegistAI’s efficient client intake tools
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